Better Home Loan Product for Tri

We love meeting up with clients in some of Brisbane’s favourite entertainment spots.

Recently our Home Loan Specialist Julie Rashleigh conducted a financial health check for her long-term client Tri who was made redundant.
Tri had purchased an apartment at Morningside six years ago. We were privileged to help Tri secure a packaged home loan with a fixed rate, back then.

As the fixed rate was about to expire, and Tri’s employment situation had changed it was a good time for Julie to review and see what savings can be made through other products.

Julie reviewed Tri’s current financial situation, his goals, and his employment status and prospects. She then recommended switching from a packaged product to a basic home loan with no annual package fee. This product will save Tri the annual package fee and provide better interest rates. He will also benefit from a redraw facility to use for his extra savings.

If your circumstances have changed. or if you feel that your lender is not offering you competitive rates or products, it may be time to review your home loan. Check out these situations to see if they apply to you?
• Changes to your employment situation or financial needs.
• Revising plans or goals for future
• Intending to sell or buy property in the next 12 months
• Dissatisfied with current home loan products
• Unable to stay within your budget

Feel free to contact our team for help or advice on PH: 0417 749 006 or via our contact page.

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